ISHARES RUSSELL 1000 VALUE E (IWD) Stock Institutional Owners
ISHARES RUSSELL 1000 VALUE E (IWD) is held by 9 institutional investors with a total value of $99.61M. This comprehensive analysis highlights the top institutional holders led by Eagle Capital Management, Sequoia Financial Advisors, Donald Smith & Co., and others, who collectively account for nearly 99% of the total institutional ownership.Eagle Capital Management remains the largest institutional holder with a position worth $88.27M. Explore insights into ownership patterns, position sizes, and portfolio allocations to understand institutional investment strategies and market sentiment.
Explore more:
- ISHARES RUSSELL 1000 VALUE E (IWD) stock institutional trading activity
- ISHARES RUSSELL 1000 VALUE E (IWD) stock insider trading activity
- Stock rankings
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance |
|---|---|---|---|---|
| Eagle Capital Management | Ravenel Boykin Curry IV | 0.27% | 419,660 | $88,271,350 |
| Sequoia Financial Advisors | 0.03% | 25,299 | $5,150,433 | |
| Donald Smith & Co. | Donald G. Smith | 0.07% | 16,300 | $3,318,517 |
| Matrix Advisors Value Fund | David Katz | 0.12% | 6,305 | $1,326,254 |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 3,100 | $652,054 |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.00% | 1,962 | $412,687 |
| Matrix Private Capital Group | Richard S. Fuld | 0.17% | 1,588 | $334,065 |
| Ariel Appreciation Fund | John W. Rogers Jr. | 0.00% | 668 | $140,507 |
| Vulcan Value Partners | C.T. Fitzpatrick | 0.01% | 2,748 | $636 |
Frequently asked questions about IWD
Who owns the most IWD stock?
The largest holders of IWD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL 1000 VALUE E (IWD).
Is IWD widely held by superinvestors?
Many widely followed stocks like IWD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWD is represented among the institutional managers we track.